SHARE RECOVERY

Recovering Your Legacy Shareholdings, Step by Step

Lost certificates, old physical shares or legacy investments can involve complex documentation. We help clients understand the process and navigate the required steps with greater clarity.
recovery-of-lost
SITUATIONS
When You May Need Assistance

We help clients navigate a range of share recovery and remediation
situations. Please note that requirements vary by case.

Lost Share Certificates

If original share certificates have been misplaced, damaged, or lost, there is a defined process for obtaining duplicate certificates.

Physical Share Certificates

Shares held in paper form need to be dematerialised before they can be traded or transferred electronically.

Transmission of Shares

Following the death of a shareholder, shares may need to be transmitted to legal heirs through a documented process.

Name Changes

Shares held under a previous name due to marriage or legal name change may need to be updated with the registrar.

Dematerialisation

Converting physical share certificates into electronic form held in a demat account through CDSL or NSDL.

Legacy Share Records

Old investments held by previous generations may require tracing, documentation, and formal processes to claim or transfer.

OUR PROCESS

Our Assistance Process

A structured approach to help you navigate the share recovery process.

Understand Your Case

We begin with a detailed discussion to understand the specifics of your situation — what shareholdings are involved, what documentation is available, and what the goal is.

Review Documents

We review the documentation you have available and identify what may be missing or what additional records may be needed.

Identify Required Process

Based on your specific case, we identify the applicable regulatory process and the steps involved.

Documentation Support

We assist you in preparing and organising the documentation required for the process.

Follow-Up

We follow up with relevant parties — registrars, depositories, or companies — on your behalf during the process.

Completion

We guide you through to the conclusion of the process and ensure the outcome is documented appropriately.

Documents You May Need
Requirements vary depending on the case and issuing authority. This list is for general guidance only.
Ready to Start Your Investment Journey?

Book a free consultation with a Suryoday advisor and take the first confident step toward long-term financial security.